Portfolio Analyst (Value)


Location: Toronto, ON, M5C 2V9
Employee Type: full time
Experience: 5 - 8 years
Education: Master degree
Travel Required: 20%


A Wealth of Opportunity awaits you at Dynamic Funds


As the successful candidate you will have the opportunity to...


  • Partner with a Lipper and Canadian Investment award winning Portfolio Manager Team with over $4 billion in assets in Global, US and Canadian equities.
  • The Portfolio Analyst will work as a generalist gathering, consolidating and interpreting information and data required for buy, hold and sell decisions.
  • Research companies and securities within various industries and prepare/submit written & oral reports.
  • Keep current on significant political and economic trends impacting assigned industries, organizations and particular sectors.


Key Responsibilities:


  • Analyze financial information to determine current and future financial performance;
  • Evaluate annual reports and other regulatory filings;
  • Organize the information collected into an easily accessible format and write succinct research reports for use by the team in stock selection;
  • Collect industry, company and economic information from a variety of sources including the Web, institutional research, corporate reports, general and industry publications, management interviews, etc. in order to draft reports and make investment recommendations;
  • Generate a reasonable thesis for each investment position;
  • Read and summarize research reports for the purpose of making oral presentations and written reports;
  • Maintain a "recommended list” throughout the year;
  • Develop expertise on the securities under his/her responsibility, and support other Analysts/PMs as necessary;
  • Perform maintenance work on securities held within the team's funds;
    • Maintain current financial models on each company;
    • Read all available public information on individual companies;
    • Update the team accordingly with material information (i.e. Annual and Semi-Annual Reports, AIFs, Press Releases, other Analyst reports);
    • Meet with company management regularly;
    • Attend industry seminars and report back any relevant information;
  • Support marketing efforts;
    • Take part in presentations to Wholesalers and existing/potential clients.
  • Support the team with Back-up Administration duties as needed.


Skills and Experience:


  • CFA Charterholder or currently registered as a Portfolio Manager;
  • University Degree preferably in Economics, Finance or Business;
  • Minimum 5+ years related buy or sell-side securities analysis experience required;
  • Experience & knowledge of investment systems (i.e. Bloomberg, CPMS, Charles River) a definite asset;
  • Advanced skills in Microsoft Office (i.e. Excel, Outlook);
  • Excellent English language verbal & written communication skills;
  • Fluency in a second language is a definite asset, French preferred;
  • Ability to analyze and interpret research and make investment recommendations;
  • Experience working within a team environment;
  • Ability to work in a very fast paced environment;
  • Proven ability to cope with stress and multiple tasks;
  • Ability to make decisions quickly and accurately; and
  • Some travel involved (industry seminars, company meetings or plant tours);


Dynamic Funds are managed by GCIC Ltd., an affiliate of Scotiabank.

Addressing your financial needs as well as your overall health and well-being are top priorities at the Scotiabank Group. We are committed to offering a competitive Total Rewards package.




Dynamic Funds
1 Adelaide Street East, 28th Floor

Toronto, ON M5C 2V9